VP, Path to Advice: Strategy & Growth Execution

Morgan-Stanley; Town of Islip (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Vice President to lead strategy and execution for the Path to Advice team. You will drive initiatives across Wealth Management, leveraging GenAI and automation to streamline operations and grow client relationships.

The role requires balancing big-picture thinking with hands-on execution, coaching others, and presenting clear, concise recommendations to senior leadership. This is a high-impact, cross‑functional leadership position.

Qualifications

• Bachelor’s degree required; MBA a plus.
• Strong analytical and problem‑solving skills with the ability to synthesize data for executive audiences.
• Experience in financial services or consulting with a track record of influencing senior leadership.

Responsibilities

• Develop and articulate firmwide strategic initiatives aligned with the Path to Advice program.
• Lead cross-functional projects from planning through execution, coordinating with stakeholders and advisors.
• Provide data-driven insights and mentor team members on analysis and recommendations.

Skills

Strategic thinking

Analytical skills

Financial modeling

Stakeholder management

Communication

Project management

Presentation skills

MS Office

Education

Bachelor's degree

MBA preferred

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Vice President to lead strategy and execution for the Path to Advice team. You will drive initiatives across Wealth Management, leveraging GenAI and automation to streamline operations and grow client relationships.

The role requires balancing big-picture thinking with hands-on execution, coaching others, and presenting clear, concise recommendations to senior leadership. This is a high-impact, cross‑functional leadership position.